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AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$800K
2
+$762K
3
+$571K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$378K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$343K

Top Sells

1
+$1.28M
2
+$886K
3
+$764K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$648K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$638K

Sector Composition

1 Financials 6.6%
2 Healthcare 5.74%
3 Technology 5.64%
4 Industrials 4.4%
5 Energy 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMC
876
DELISTED
Western Asset Mortgage Capital Corporation
WMC
$2K ﹤0.01%
23
-2,667
ADMS
877
DELISTED
Adamas Pharmaceuticals
ADMS
$2K ﹤0.01%
250
ECHO
878
DELISTED
Echo Global Logistics, Inc.
ECHO
$2K ﹤0.01%
80
MDR
879
DELISTED
McDermott International
MDR
$2K ﹤0.01%
254
DHXM
880
DELISTED
DHX Media Ltd. Common Voting and Variable Voting Shares
DHXM
$2K ﹤0.01%
1,575
LAC
881
DELISTED
Lithium Americas Corp. Common Shares
LAC
$2K ﹤0.01%
475
IYF icon
882
iShares US Financials ETF
IYF
$3.57B
$2K ﹤0.01%
38
IYK icon
883
iShares US Consumer Staples ETF
IYK
$1.61B
$2K ﹤0.01%
48
PGEN icon
884
Precigen
PGEN
$1.39B
$2K ﹤0.01%
300
PH icon
885
Parker-Hannifin
PH
$112B
$2K ﹤0.01%
13
AMAG
886
DELISTED
AMAG Pharmaceuticals
AMAG
$2K ﹤0.01%
89
RRC icon
887
Range Resources
RRC
$9.3B
$2K ﹤0.01%
300
SQM icon
888
Sociedad Química y Minera de Chile
SQM
$21.1B
$2K ﹤0.01%
80
+21
UNFI icon
889
United Natural Foods
UNFI
$3.06B
$2K ﹤0.01%
210
VMI icon
890
Valmont Industries
VMI
$10B
$2K ﹤0.01%
12
CHK
891
DELISTED
Chesapeake Energy Corporation
CHK
$2K ﹤0.01%
5
AMRX icon
892
Amneal Pharmaceuticals
AMRX
$4.91B
$1K ﹤0.01%
200
ERIC icon
893
Ericsson
ERIC
$38.9B
$1K ﹤0.01%
+100
FRO icon
894
Frontline
FRO
$8.15B
$1K ﹤0.01%
160
HL icon
895
Hecla Mining
HL
$9.56B
$1K ﹤0.01%
260
TVRD
896
Tvardi Therapeutics
TVRD
$25.7M
$1K ﹤0.01%
1
APA icon
897
APA Corp
APA
$13.6B
$1K ﹤0.01%
30
ATHE
898
Alterity Therapeutics
ATHE
$75.4M
$1K ﹤0.01%
107
-5
BLE
899
DELISTED
BlackRock Municipal Income Trust II
BLE
$1K ﹤0.01%
65
-195
IBKR icon
900
Interactive Brokers
IBKR
$38.4B
$1K ﹤0.01%
52
-112
34 35
36
37 38